Banking, Financial Services & Insurance

Secure, DLT-Compliant Communication For Banks & Insurers
Send OTPs, transaction alerts and payment reminders instantly through DLT-compliant SMS and verified WhatsApp templates trusted by banks, NBFCs and insurers.
Reduce fraud and improve customer trust with verified sender IDs and audit-ready delivery reports.
OTP & transaction alerts with sub-second delivery
Verified WhatsApp & RCS sender profiles
DLT compliant SMS templates for BFSI
Audit-ready delivery & read reports
Bank-grade Security
Verified sender IDs and encrypted delivery keep every message secure.
High-speed OTP Delivery
Sub-second OTP delivery over SMS and WhatsApp, even at peak load.
Compliance Reporting
Audit-ready reports for every transaction alert and campaign you send.
How BFSI Works
Register your DLT entity and templates
OTP, alert and reminder templates are registered against your DLT entity before any message goes live.
Verify your WhatsApp and sender profiles
We assist with WhatsApp Business verification and sender ID approval for a trusted, branded profile.
Set priority routing for OTPs
Time-critical messages like OTPs and payment authorizations route over priority transactional lanes.
Configure alert triggers
Connect your core banking or loan management system so alerts fire automatically on transaction events.
Export audit-ready reports
Pull delivery and read reports for any date range when your compliance team needs an audit trail.
Where BFSI Teams Use It
Retail Banking
Send instant login OTPs, payment authorizations and low-balance or EMI due alerts, so account holders stay informed without a single manual call from your branch team.
NBFCs & Lending
Automate loan disbursal confirmations, EMI reminders and soft-collection nudges over SMS and WhatsApp to reduce delinquency without escalating to a recovery call.
Insurance
Trigger policy renewal reminders, premium due alerts and claim status updates automatically, cutting lapses and support calls during renewal season.
Why Businesses Choose Teleopedia for BFSI
Sub-second OTP delivery on dedicated transactional routes, built to hold up during peak login or payment traffic.
Verified WhatsApp and RCS sender profiles that build the same trust as a bank's own app.
Audit-ready delivery and read reports retained and exportable whenever compliance needs them.
SMS, WhatsApp and voice OTP fallback on one account, so a failed WhatsApp send doesn't mean a missed OTP.
Questions About BFSI Before You Sign Up?
Share your number and our team will get back to you with a straight answer, not a sales pitch.
Frequently Asked Questions
Is Teleopedia's BFSI messaging DLT compliant?
Yes. Every SMS and WhatsApp template used for OTPs, alerts and reminders is registered against your DLT entity ID before it goes live, keeping every send compliant with TRAI regulations.
How fast are OTPs delivered?
OTPs route over priority transactional lanes with sub-second delivery in most cases, so login and payment flows are never held up waiting on a code.
Can transaction alerts go out over WhatsApp instead of SMS?
Yes. Alerts can be sent through a verified WhatsApp Business profile with automatic fallback to SMS if a customer's number isn't on WhatsApp or the message isn't delivered.
Do you provide audit trails for compliance reporting?
Every message carries a delivery and read report that's retained and exportable, so your compliance team has an audit-ready record for every OTP, alert and reminder sent.
Need compliant communication for BFSI?
Talk to our team about DLT-compliant OTP and alerting at scale.
Or talk to our BFSI sales team directly